Microsoft Copilot

Microsoft Copilot COPILOT STUDIO Build Your First Copilot Studio Agent A practical beginner walkthrough for project teams. Classic experience 1 Create your agent Project Delivery Assistant Help project teams find answers from project plans, RAID logs, meeting notes and governance documents. Copilot Studio 3 Test your agent What are the top project risks? Here are the top project risks based on your sources: - Supplier delays - Source constraints - Scope changes - Budget overrun Want more details on any? parm.ai 1 What Is an Agent? An agent is a Copilot Studio experience that answers questions, follows instructions and uses approved knowledge to help people complete a task. - Understands a user's question - Uses instructions and trusted sources - Returns a useful answer or next step Access it in Copilot Studio, then test and share it based on your licence and setup. Project Delivery Assistant Example agent 1. User asks "What are the top project risks?" 2. Agent reasons Uses its instructions to understand the request. 3. Checks knowledge Project plan RAID log Meeting notes Governance guide Top risks: supplier delays, resource constraints and scope changes. 4. Answers clearly How you can access it Create and edit in Copilot Studio Test inside the studio Share published versions with your team Availability can vary by licence and organisational setup. parm.ai 2 What You're Building A simple Copilot Studio agent that answers project questions using trusted internal documents. - Uses approved project knowledge - Responds in plain English - Helps teams find answers faster Project Delivery Assistant Built in Copilot Studio 1. Team question "What are the top project risks?" 2. Agent Understands your question and searches trusted sources. 3. Project documents Looks across approved documents to find relevant information. Project plan RAID log Meeting notes Governance guide 4. Clear answer Delivers a concise, accurate answer in plain English. Top project risks - Supplier delays could impact the launch timeline. - Resource constraints in design and engineering. - Scope changes may affect budget and deadlines. See RAID log for full details. parm.ai 3 Start With One Clear Sentence Describe the job your agent needs to do. Keep your first version narrow, specific and useful. - Focus on one use case - Say who it is for - Mention the source material 1 Create your agent Describe what your agent should do. Help project teams find accurate answers from the project plan, RAID log, meeting notes and governance documents. Copilot Studio will generate a draft for you. Name Project Delivery Assistant Description Helps project teams find accurate answers from key project artefacts and documents. Starter instructions Answer questions using only the provided sources. If unsure, ask for clarification or suggest where to look. Create agent parm.ai 4 Give It Trusted Knowledge Your agent is only as useful as the information it can access. Start with a small set of reliable project sources. - Start with authoritative documents - Keep the first scope narrow - Expand once the answers are reliable Knowledge sources Add and manage the sources your agent can search and use to answer questions. Project plan Google Docs RAID log Excel Meeting notes OneNote Governance guide PDF Best practice: use approved, up-to-date sources. parm.ai 5 Test With Real Project Questions Use real questions from your team to see where the agent succeeds, where it hesitates and what needs improving. - Ask practical day-to-day questions - Check whether the answer is grounded - Refine and test again Test your agent Try these example questions 1 What are the top project risks? 2 Who owns budget approval? 3 When is the next steering committee? Here are the top project risks based on your sources: - Supplier delays could impact the launch timeline. - Resource constraints in design and engineering. - Scope changes may affect budget and deadlines. Grounded in 4 sources RAID log, Project plan, Risks register, Meeting notes How to improve Ask -> Inspect -> Adjust -> Test again parm.ai 6 Instructions Change Behaviour The same knowledge can produce very different answers depending on the instructions you set. Brief for leaders Instruction Answer briefly. Highlight the owner, due date and decision needed. Sample answer Q2 campaign is on track and within budget. Owner: Maya (Marketing) Due date: 30 June 2025 Decision needed: Approve new landing page copy by 23 May. Detailed for the team Instruction Give more context, cite the source and list follow-up actions. Sample answer Q2 campaign is on track and within budget. Context: As of 15 May 2025, engagement is up 18% vs Q1. Paid spend is 92% of plan. The new landing page is in review. Source: RAID log (15 May 2025), Campaign dashboard. Follow-up actions: - Review landing page copy (owner: Maya) - 23 May - Finalise budget reallocation (owner: Jacob) - 26 May - Share performance report (owner: Sarah) - 30 May Set the tone, level of detail and format for purpose. parm.ai 7 Guide the User From the First Screen A good welcome message tells people what the agent does and gives them easy ways to start. - State the purpose clearly - Set expectations - Add starter prompts Project Delivery Assistant Hi! I can help you find answers from your project documents. Try asking me something like: What are the top project risks? Summarise the last steering committee Who owns budget approval? What milestones are due this month? Your data is secure and used only to help your team. parm.ai 8 Publish and Share Your Agent Once the answers are reliable, publish the latest version and make it easy for your team to try. - Review the latest version - Publish the agent - Share it with the right audience Availability can vary by licence and setup. 1 Review Agent summary Version v1.2 Last updated 23 May 2025 Knowledge items 24 Tests passed 98% Top risks addressed Knowledge up to date Tested with real scenarios 2 Publish Published Version 1.2 is live 23 May 2025, 10:15 AM View published agent 3 Share demo Share the agent with the right audience so they can explore and provide feedback. Share with your team Anyone with the link can try the agent in demo mode. https://copilot.parm.ai/demo/abc123 Copy Shared with Can view parm.ai 9 The Simple Build Loop Your first useful agent does not need to be complicated. Start small and improve with real questions. 1 Describe Define the goal and who it helps. Keep it specific and outcome focused. 2 Add knowledge Add the right sources like plans, RAID logs and meeting notes. 3 Test Ask real questions. Check answers for accuracy and usefulness. 4 Improve Refine instructions and add missing knowledge. Repeat and get better. 5 Publish Share with your team and track usage and feedback. Best first use case: a project delivery assistant for project plans, RAID logs and meeting notes. parm.ai Build Better Agents with Copilot. Turn one clear use case into a working Copilot Studio agent your team can actually use. Follow parm.ai for more Copilot Studio guides Practical walkthroughs, prompts and examples for business teams. parm.ai More AI resources & guides at parm.ai Save this post and build your first agent